02-24-2014 08:16 AM
I'm using ACT Pro v16 and I am wondering how you add a note/history to a contact ( I may not be saying that right)
For example, I want to add to allof our contacts that they were included in the 2013 Winter mailing so, for next year's mailing, we know who is a new customer.
02-25-2014 03:00 AM
Would adding those contacts to a group solve your question?
Otherwise you could go to <Tools><Define Fields>, take a user-field and rename it, or create a new field, called "latest mailing", and check the "Record History" with that field.
Put the field in the layout
Make a lookup from the mailing contacts
Put the value "Winter 2013" in the field "latest mailing", and you have a history entry....
If you need extra info on defining fields or changing layouts let me know.